QUINCY CASS ASSOCIATES, INCORPORATED

Broker-DealerFINRA MemberEst. 1936
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
686
Registered since
January 1, 1936

Firm profile

FINTRX

Overview

Quincy Cass Associates, Incorporated is a corporation that has been registered with the SEC since 1936. Public filings identify the firm as owner-operated (individual owner) and list its adviser classification as unclassified. The firm does not report being a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or having a related adviser. Little information about its specific advisory services, client segments, or investment process is disclosed in the available data.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • MARK MINICHIELLO

    Chief Executive OfficerCRD 1863304

  • DANIEL GUAY

    Chief Financial OfficerCRD 4015808

  • Deanna Adams

    Chief Investment OfficerCRD 7475707

Contacts

3 of 6
  • Aden Schwartz

    Equity Research AnalystCRD 7961116

  • Tomas Choukroun

    Equity Research AnalystCRD 7961099

  • GUADALUPE BENITEZ CHAVEZ

    ShareholderCRD 4524777

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11111 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth